Shareholder yield is a comprehensive measure that shows how much value a company returns to its investors relative to its market value. Think of it as a three-part equation: First,…
Tag: Featured
Validea's Top Ten Dividend Aristocrats | January 2025
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies…
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series…
Validea's Top Ten Warren Buffett Stocks - January 2025
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares…
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
We’re back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very…
Value Investing in a High Intangible Intensity World | Jacob Pozharny
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible…
Do You Really Need International Diversification? 10 Top Investors Debate
In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether…
Inside the World of Pod Shops | Bob Elliott
In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known…
Validea's Top Benjamin Graham Stocks - December 2024
Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. Building on Graham’s foundational principles, Validea developed a systematic approach that…